Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hale is a financial advisor with Raymond James Financial Services Advisors, Inc. Patrick has over 22 years of experience in the financial services industry. Patrick has been registered with the state of Oregon since 2003 and is currently registered with Raymond James Financial Services Advisors, Inc. Patrick also holds the Series 66 and Series 7 licenses. Patrick works with a variety of clients, including individuals, families, businesses, and retirement plans. Patrick provides financial planning, investment management, and retirement planning services. Patrick is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OR
10/25/2023 - Present
Raymond James Financial Services Advisors, Inc. (Lake Oswego OR)
OR
05/26/2018 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (HILLSBORO OR)
OR
04/22/2009 - 05/21/2018
KEY INVESTMENT SERVICES LLC (MILWAUKIE OR)
OR
11/11/2003 - 04/14/2009
SII INVESTMENTS, INC. (PORTLAND OR)
MN
07/05/2001 - 11/03/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NY
11/30/2000 - 05/23/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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